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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Arcadia Investment Management
Michigan
$329K
MAM
627
Mystic Asset Management
Rhode Island
$329K
S
628
SignatureFD
Georgia
$328K +$10.7K +58 +4%
NP
629
Nilsine Partners
Colorado
$327K -$346K -1,875 -54%
IGAM
630
iA Global Asset Management
Quebec, Canada
$327K +$293K +1,590 New
DAS
631
Dynamic Advisor Solutions
Arizona
$324K +$7.93K +43 +3%
OL
632
Optas LLC
Texas
$322K +$10.5K +57 +4%
CWC
633
Carolinas Wealth Consulting
North Carolina
$321K -$738 -4 -0.3%
PA
634
Profund Advisors
Maryland
$319K +$34.7K +188 +14%
VA
635
Vident Advisory
Georgia
$318K +$28.4K +154 +11%
AIM
636
Anchor Investment Management
South Carolina
$317K -$20.3K -110 -7%
MGIA
637
Moneta Group Investment Advisors
Missouri
$316K -$1.48K -8 -0.5%
CRC
638
Curi RMB Capital
Illinois
$314K +$369 +2 +0.1%
TCBWMS
639
Texas Capital Bank Wealth Management Services
Texas
$314K -$14.8K -80 -5%
PWG
640
Portside Wealth Group
Utah
$311K +$7.75K +42 +3%
RT
641
Rockland Trust
Massachusetts
$311K
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$310K
DT
643
Diversified Trust
Tennessee
$309K +$277K +1,504 New
BCMO
644
Buckingham Capital Management (Ohio)
Ohio
$309K
NPT
645
Nixon Peabody Trust
Massachusetts
$309K
Wolverine Trading
646
Wolverine Trading
Illinois
$308K +$276K +1,498 New
BP
647
Ballentine Partners
Massachusetts
$308K +$7.01K +38 +3%
TA
648
Tectonic Advisors
Texas
$307K -$44.8K -243 -14%
EWM
649
Evercore Wealth Management
New York
$307K -$22.9K -124 -8%
WTA
650
Washington Trust Advisors
Massachusetts
$306K